Integrations used
Time saving
15 min
Action
Enrich
description
This playbook will enrich the information from a list of emails and save them to a Notion Database.
Workflow Template
Enrich email contacts and save to Notion
This playbook will enrich the information from a list of emails and save them to a Notion Database.
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Find social media links from email
Action
Find Notion pages
Action
Update or add Notion page
Action
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How does this automation work?
Automating your contact enrichment and data management is pivotal for efficient sales prospecting. Bardeen's playbook, "Enrich email contacts and save to Notion," extracts emails from unstructured text, enriches them with Clearbit for demographic and firmographic data, and stores this information to a Notion database—saving time and improving your CRM process.
Here's how this workflow can streamline the management of your contact data:
- Step 1: Extract emails from text - The workflow begins by scanning and identifying email addresses from a given text input.
- Step 2: Enrich with Clearbit - Once the emails are extracted, they are enriched with additional information using Clearbit, such as social media profiles and company details.
- Step 3: Retrieve Notion pages - The workflow then locates the Notion database pages where you want to store the enriched contact information.
- Step 4: Update or add to Notion - Lastly, the enriched data is either added as a new page or used to update an existing page in your Notion database, ensuring your records are always up to date.
How to run the workflow
You've gathered a list of emails for your project or deal, yet, that barely gives you any info. You can either elaborate each contact searching though the web for a long time, or you can automate it with this Playbook.
This playbook will enrich the information from a list of emails and save them to a Notion Database.
This automation's consists of 4 actions:
- Find email from text
- Get Clearbit's enrichment of email addresses
- Find Notion pages
- Add or update page in Notion
Step 1: Setup your Notion Contacts Database
First, you will need to set up a Notion database for your contacts. You can create one from scratch or duplicate our template optimized for this use case.
Step 2: Pin the Playbook and set it up
Click the “Pin it” button at the top of this page to get this Playbook saved to your playbooks.
Then we need to map data from Google Calendar to Notion.
To do this, hover over the playbook card and “Open Playbook in Builder.”
From here, customize the “Action 4: Update or Add Notion page” action. Enter your Notion database and map the data fields using “custom field mapping.”
On Default, this autobook maps data from the contact's "Name", "Position", "Twitter", "Linkedin", "Facebook", "Followers", and "Picture". You can customize it to get the fields you need from Clearbit.
Save the Playbook and close the builder.
Step 3: Run the Playbook
Click on the Playbook card to activate it and watch the magic happen!
💡Pro Tip: You can also get a contact's Company information though Clearbit's data enrichment, like the company's Website, Linkedin, Employee count, etc. If this information is valuable to you, you can edit the playbook and add an aditional "Add Notion Page" step to save the Company's information.
To learn what else you can automate with Notion, check out our Notion Automation Guide.
Discover more integration opportunities with Notion automations, Clearbit automations, connect both Notion and Clearbit, or modify the playbook to better suit your distinct workflow preferences.
Learn more about the awesome sales and prospecting automations available.
Available actions & triggers
Get access to Notion database
Action
When Notion page is updated
Trigger
Navigates to database in browser
Action
Find social media links from email (as text)
Action
Find social media links from email
Action
When Notion database record is added or updated
Trigger
Get social media links of event participants
Action
Create Notion page
Action
Delete database
Action
Find company info
Action
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.